Henrickson Nauta Wealth Advisors, Inc.
● SEC registered since 2008CRD 141201SEC# 801-69451Belmont, MI
Ranks #3,274 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$805.4M
Fund GAV
$2.6M
Private funds
1
Employees
15
Accounts
1,912
Location
Belmont, MI
Henrickson Nauta Wealth Advisors, Inc. assets under management
Henrickson Nauta Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Belmont, MI. The firm has been registered since 2008. It reports $805.4 million in regulatory assets under management and employs 15 people. Henrickson Nauta Wealth Advisors, Inc. manages 1 private fund with combined gross assets of $2.6 million, including Henrickson Nauta Opportunistic Real Estate Fund I, LP. By regulatory assets, it ranks 3,274 of 6,004 private fund managers.
Henrickson Nauta Wealth Advisors, Inc. private funds
1 funds · $2.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Henrickson Nauta Opportunistic Real Estate Fund I, LP | Other Private | $2.6M | $50K |
Henrickson Nauta Wealth Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Allen Henrickson Control | Owner, President | Under 5% | 2006 |
| Henrickson Nauta Financial Group LLC | Holding Company | Over 75% | 2025 |
| Jeffery Dean Nauta Control | Owner, Chief Compliance Officer | Under 5% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Henrickson Nauta Wealth Advisors, Inc. manage?
Henrickson Nauta Wealth Advisors, Inc. reports $805.4 million in regulatory assets under management on its Form ADV.
How many private funds does Henrickson Nauta Wealth Advisors, Inc. manage?
Henrickson Nauta Wealth Advisors, Inc. manages 1 private funds with combined gross assets of $2.6 million.
How many employees does Henrickson Nauta Wealth Advisors, Inc. have?
Henrickson Nauta Wealth Advisors, Inc. reports 15 employees.
Where is Henrickson Nauta Wealth Advisors, Inc. located?
Henrickson Nauta Wealth Advisors, Inc. is based in Belmont, MI and has been SEC-registered since 2008.
Does Henrickson Nauta Wealth Advisors, Inc. disclose fund performance?
Henrickson Nauta Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2325 Belmont Center Dr. NE, Suite a, Belmont, MI 49306 |
| Phone | 616-361-9308 |
| Fax | 616-361-9370 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1903859 |
| Discloses disciplinary history | No |
Regulatory AUM
$805.4M▲ 15%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
AUM vs fund managersTop 55%
Larger than 45% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$805.4Mregulatory AUM
Discretionary $780.4MNon-discretionary $25M